EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Just4fun2 who wrote ()	2/9/2000 3:57:00 PM
From: Gus	Read Replies (1) of 17183

NUMA watch. Interesting configuration. ....As part of the procurement process and in order to ensure that the risk of the project was minimized, British Telecom requested that IBM and Massachusetts-based EMC Corp. (NYSE:EMC - news), its sometimes partner and also rival, to build a test data warehouse system capable 82 terabytes of data to run BT data in a ``real world' setting. ``The BT proof-of-concept showed that NUMA-Q scales beyond what was previously thought possible with a single database instance,' Richard Winter, an expert on large databases, said in a statement issued by IBM..... ....The proof-of-concept IBM NUMA-Q system for British Telecom includes 48 Intel Corp. (NasdaqNM:INTC - news) Xeon processors, its fastest chips, 82 terabytes of EMC high-capacity data storage equipment and a 35 terabyte database running on Oracle Corp.'s (NasdaqNM:ORCL - news) 8i Software. dailynews.yahoo.com A quick summary of IBM-EMC relationship: 1) EMC is the majority shareholder and IBM is a minority shareholder(still?) in McData which supplies IBM with ESCON (mainframe) interconnects. 2) EMC and IBM have a 5-year licensing and technology agreeement. 3) EMC inherited the patent infringement lawsuit between Data General and IBM over NUMA technology when it purchased DGN. While the dispute resolution mechanisms of their licensing agreement are being employed, EMC took certain NUMA patents and sheltered it in a corporate shell, half-owned by EMC and half-owned by a religious charity foundation. One analysis puts the estimated damages from any finding of infringement on IBM's part at around $1 billion. And there the relationship currently stands.

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